FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,028,982 | -0.9% | 21,782 | 0.0% | 0.30% | -0.3% |
| Q2 2023 | $1,038,348 | -0.6% | 21,782 | -0.2% | 0.30% | -12.4% |
| Q1 2023 | $1,045,050 | +1.2% | 21,831 | +0.2% | 0.35% | -17.2% |
| Q4 2022 | $1,032,685 | +0.2% | 21,782 | 0.0% | 0.42% | +1.0% |
| Q3 2022 | $1,031,000 | -2.0% | 21,782 | 0.0% | 0.41% | +0.5% |
| Q2 2022 | $1,052,000 | -1.3% | 21,782 | 0.0% | 0.41% | +18.1% |
| Q1 2022 | $1,066,000 | -2.1% | 21,782 | 0.0% | 0.35% | +9.1% |
| Q4 2021 | $1,089,000 | -24.3% | 21,782 | -23.4% | 0.32% | -33.9% |
| Q3 2021 | $1,439,000 | +0.6% | 28,441 | +1.1% | 0.48% | +6.1% |
| Q2 2021 | $1,430,000 | -82.6% | 28,141 | -82.4% | 0.46% | -85.3% |
| Q4 2020 | $8,219,000 | +150.3% | 159,679 | +151.3% | 3.11% | +121.1% |
| Q3 2020 | $3,284,000 | +13.8% | 63,538 | +13.8% | 1.41% | +0.3% |
| Q2 2020 | $2,885,000 | – | 55,820 | – | 1.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |